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v0.1
SMHI$7.70+1.99%
Fair $7.70+0.0%

SMHI

SEACOR Marine Holdings Inc.

Industrials / Marine ShippingNYSE

$7.70

+0.15 (+1.99%)

Fairly Valued+0.0%Fair Value $7.70Fund rank 22/100 · Data gapFallback financials|
SA 32/D
F-Score: 2/9
Declining RevenueLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-17.6M · quality 29.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

32/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 11Warnings: 2unknown: 11
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years ROE is -10.5%, below the 5% threshold
Thesis & Journal · SMHILocal privado en este navegador · SEACOR Marine Holdings Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$208M

P/E

N/A

•

EV/EBITDA

7.3x

↓

ROE

-10.5%

↓

Gross Margin

-1.0%

↓

Debt/Equity

1.27

↑
52-Week Range$8
$5$8

TradingView lightweight chart

SMHI price, volumen y niveles de valoración

Último $7.700Periodo -62.6%
Fair value: $7.700

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2015–2025 · 10 años de histórico normalizado

Revenue CAGR

-4.7%

FCF CAGR

—

FCF margin

-37.4%

FCF / Net income

3.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $227.8M · net income $-27.8M · FCF $-85.2M

2015-FY → 2025-FY

Gross margin

-1.0%— pts

Operating margin

-21.8%-11.3% pts

Net margin

-12.2%-4.8% pts

FCF margin

-37.4%-19.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Income Statement
Revenue$227.8M$227.8M$271.4M$279.5M$217.3M————$173.8M$215.6M$368.9M
Net Income$-27.8M$-27.8M$-78.1M$-9.3M$-71.7M$33.1M$-78.9M$-92.8M$-77.6M$-32.9M$-132.0M$-27.2M
EBITDA$64.1M$64.1M$9.2M$87.3M$15.6M$20.2M$-14.5M$2.8M$-7.0M$-69.3M$-116.8M$22.8M
EPS-1.06-1.06-2.82-0.34-2.691.30-3.18-3.95—-1.87-7.47-1.54
Gross Margin-1.0%-1.0%7.7%22.6%-6.7%————10.7%30.7%—
Operating Margin-21.8%-21.8%-8.8%5.0%-25.5%————-74.6%-81.1%-10.6%
Net Margin-12.2%-12.2%-28.8%-3.3%-33.0%————-18.9%-61.2%-7.4%
Balance Sheet
Debt/Equity1.271.271.170.860.890.751.100.780.740.570.40—
Current Ratio2.362.36——————————
Cash Flow
Free Cash Flow$-85.2M$-85.2M$-17.6M$-1.7M$-15.1M———$-88.7M$-34.2M$-130.1M$-67.6M
Returns
ROE-10.5%-10.5%-26.2%-2.5%-18.9%7.4%-19.7%-20.3%-14.8%-6.5%-24.2%—
Valuation
EV/EBITDA7.327.3252.296.5434.71———————
P/B0.760.760.650.850.65———————
Growth & Yield
Revenue Growth-16.0%-16.0%-2.9%28.6%—————-19.4%-41.5%—
EPS Growth62.4%62.4%-729.4%87.4%—140.9%19.5%——75.0%-385.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +44.2%

Total return

+44.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.82 → -1.06

Residual

+44.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+44.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.